JPMorgan Chase & Co. shares owned by Root Financial Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 6.8k | 322.24 |
| 2025-09-30 | $2.1M | 6.6k | 315.45 |
| 2025-06-30 | $1.3M | 4.5k | 289.93 |
| 2025-03-31 | $730k | 3.0k | 245.28 |
| 2024-12-31 | $714k | 3.0k | 239.72 |
| 2024-09-30 | $315k | 1.5k | 210.91 |
| 2024-06-30 | $254k | 1.3k | 202.31 |
| 2024-03-31 | $291k | 1.5k | 200.35 |